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Dashboard Full Overview

Dashboard Views

The Dashboard view will be the first screen you will see upon logging into GleanView.This view shows a snapshot of your Agenda for the day, Account Based KPI graph, Pipeline Snapshots, as well as a decent look at your last few campaign performances.

Keep in mind, Dashboard Data and Statistics shown will differ based on user role.

Tracker

New Activity

Track all new Accounts and Opportunities assigned to you as a User. If you are Administrator, view all of the most current Accounts and Opportunities with this widget.

Opportunity Pipeline

Check the status of all Opportunities in one place. Here, you can compare and export reports on Total Sales Potential versus Expected Sales Potential, which is a calculation based on the sums of sales closing probability by Opportunity Stage.

Campaigns

Track your campaigns stats right from the dashboard. Get a view of each campaigns open and click rate and find out how well your marketing campaigns are reaching your clients.

Administrator View

With an Administrator view you will have access to view Analytics right from your dashboard. Find out your Sales Pipeline or View sales statistics as soon as you log in.

User View

Prioritize your Tasks and Events and get an overview of your Accounts. Being able to plan your follow-up’s and track your Accounts at all times.